Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$1.78M Buy
2020
Q4
Sell
2020
Q3
$223K Sell
2020
Q2
$269K Sell
2020
Q1
$260K Buy
2019
Q4
$301K Sell
2019
Q3
$315K Sell
2019
Q2
$402K Sell
2019
Q1
$395K Buy
2014
Q1
Sell
2013
Q4
$356K Buy